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Investment and Wealth Management Services

When it comes to planning or investing for retirement, it’s important to have a trusted financial advisor close to home. Let our knowledgeable team help you meet your financial goals.

Investment Service Features
Investment Services Free Portfolio Analysis
Diversification
Dollar Cost Averaging*
Retirement Plans
Financial Guidance
Individual Plans Traditional and Roth IRAs
401(k) and 403(b) Plans
Money Purchase Pension Plans
Profit Sharing Plans
SEP and Simple IRAs
College Savings Programs 529 Plans
Coverdell Education Savings Accounts
Custodial Accounts
Annuities Fixed
Immediate
Variable
Insurance Single Premium Variable Life
Term Life
Business Continuation Plans
Mutual Funds 4,000+ different funds available
Stocks New York Stock Exchange
American & OTC
Fixed Income CDs
Corporate and Municipal Bonds
Tax Free Mutual Funds**

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Standard Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

*Dollar cost averaging does not guarantee a profit or the avoidance of loss. Investors should consider their ability to continue this program during declining markets.

**We do not provide tax advice. Consult your tax advisor.